SAP – CRM Roadmap

Introduction on ERP

Introduction on SAP

Introduction on CRM

CRM Business Partners

Creation of BP (Business partners) on Category

Basic settings (Field grouping, No range,…etc)

BP Grouping

BP Relationships

Visual Configuration Tools

OM (Organization Model)

CRM Organizational Model

Organizational Data Determination

Territory Management

Hierarchy Levels, Hierarchy ID,

Assigning employee to Hierarchy

Product master

Product types

Creation of Hierarchies and Categories

Creation of Attributes, Settypes

Activity Management

Business Activities /Task

Activity monitor

Basic functions

Partner Processing

Access sequence,

Partner determination procedure

Sales Transaction

Enquiries & Quotations

Sales Order

Customizing Sales Transactions

Sales Order scenario in CRM & R/3

Data Flow

Data Flow in Business Transactions

Copy Control

Item category determination

Marketing Management

Marketing plan Campaign management

B P Segmentation

Define Marketing Attributes and Attribute Sets

Create Data and Sample Source

Profile Set Details

Product Proposal

Personalized Mail forms

External List Management

Allocation Planning,

Assigning Target group to channel

Campaign Execution

Lead Management

Questionnaire/Evaluation for leads

Qualification level for leads

Origin, Priority, Group

Sales

Opportunity Management

Customizing Opportunities

Sales cycle, Phases

Origin, Group, Priority

Service

Service organization

Service cycle

Service Order

Service Confirmation

Complaints and Returns

Warranty management

CRM Contact Channels

CIC (Customer Interaction Center)

Frame work & Title

Hidden Components,

Visible Components

Action Box settings,

Remainder scripting

Interactive scripting

ASAP Methodology

System Landscape

Middleware and Updates

Version updates

2007 (6.0) Concepts

Features

Advantages

Screen changes

Terminology

Web UI (User Interface)

Business Roles

Workcentres

Logical links/Direct links

Role Config keys

PFCG Roles

Navigation bar profile…etc